Profiting from market anomalies anywhere in the world

PM Capital Global Opportunities Fund (ASX: PGF)

Company overview

The PM Capital Global Opportunities Fund Limited (ASX:PGF, ACN 166 064 875) provides investors with an opportunity to invest in global equities via an Australian Securities Exchange (ASX) listed investment company. The company began trading on the ASX on 12 December 2013.

Managed by PM Capital Limited, the aim is to create long term wealth through a concentrated portfolio of 25-45 global companies that we believe are trading at prices different to their intrinsic values.

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Investment objective

The Company’s investment objective is to provide long term capital growth and outperform the greater of the MSCI World Net Total Return Index (AUD) or RBA cash rate over rolling seven year periods. The Company is not intended to replicate the index, investing in a concentrated portfolio of predominantly undervalued equities and other global (including Australia) investment securities.

share price (AUD)

Last updated:

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Dividend History

Ex Date

Payment Date

Dividend (Cents)

Percentage Franking

7/3/2018

29/3/2018

1.8

100%

6/9/2017

28/9/2017

1.8

100%

8/3/2017

30/3/2017

1.6

100%

7/9/2016

29/9/2016

1.5

100%

9/3/2016

31/3/2016

1.5

100%

Meet the Manager

The Company may be suitable if you want:

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Capital growth

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Provided by a focused, patient and considered process

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Pale Blue

Access to global securities

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Increase your exposure to global equities, either within your portfolio or SMSF

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Light Grey

A long term approach

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Comfortable with investing in the Company over the long term (7 years plus) with some short term volatility

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Blue

Diversity

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The potential for returns that may be significantly different to those provided by the index and more traditional Listed Investment Companies.

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Black

Why invest?

Established

The Fund’s process has been shown to be effective, based on a philosophy developed by Paul Moore, over 30 years. This has produced attractive long term capital growth.

Unrestricted

We have an authentic investment process where our exposure to industry sectors, geographic regions or market capitalisation is determined solely by our conviction in the risk/ reward opportunities that we identify within portfolio guidelines. No conviction = no investment.

Opportunistic

The Fund aims to create long term wealth for our co-investors by finding and exploiting investment anomalies around the world, wherever they are. We find opportunities where others may only see risks.

Co-investment

Our co-investors receive access to a unique subset of opportunities to which they would otherwise find difficult to access. The management team have significant investments in the Fund – they invest for and with you.